ABC Trainerize + MoonClerk
Create or update ABC Trainerize clients whenever new MoonClerk plans are added
Stay organized and respond swiftly to new business opportunities with this automation. When a new plan emerges in MoonClerk, it immediately feeds into ABC Trainerize, initiating a create or update client interaction. This workflow ensures you keep track of client details in real time, ensuring a consistent, up-to-date client management system.
Stay organized and respond swiftly to new business opportunities with this automation. When a new plan emerges in MoonClerk, it immediately feeds into ABC Trainerize, initiating a create or update client interaction. This workflow ensures you keep track of client details in real time, ensuring a consistent, up-to-date client management system.
- When this happens...New Plan
Triggers when a new recurring plan is created.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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